Client Services Representative (CSR)

Somewhere; Johannesburg; Remote; ZAR 120 000 - 180 000; Full time

Job summary

A client services company is seeking a Client Services Representative to provide exceptional support to clients. This remote role involves answering client inquiries, assisting with billing questions, and supporting account managers. Ideal candidates should have at least a year of customer service experience, excellent communication skills, and proficiency in Microsoft Word and CRM systems.

Qualifications

• 1 year of client service or customer support experience, preferably in insurance.
• Proficient in Microsoft Word and CRM platforms.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Answer client calls and emails via Zoom Phone / RingCentral.
• Assist with client questions on billing certificates and policy information.
• Provide timely service updates and escalate issues when necessary.
• Support account managers with renewal preparation and policy reviews.
• Deliver an outstanding customer experience with professionalism and empathy.

Skills

Data Entry

Excellent English communication

Interpersonal skills

Coachable and reliable

Tools

Microsoft Word

CRM systems

Job description

Client Services Representative (CSR)

Type : Full-time Independent Contractor

Location : Remote

Work hours : 9:00 AM 5:00 PM US time zone

Overview

The Client Services Representative will provide direct support to insureds ensuring an exceptional client experience. This role is highly customer‑facing (via phone / email) and focuses on responsiveness relationship‑building and supporting account management needs.

Key Responsibilities

• Answer client calls and emails via Zoom Phone / RingCentral.
• Assist with client questions on billing certificates and policy information.
• Provide timely service updates and escalate issues when necessary.
• Support account managers with renewal preparation and policy reviews.
• Maintain records in Momentum AMS and CRM platforms.
• Deliver an outstanding customer experience with professionalism and empathy.

Qualifications

• 1 year of client service or customer support experience (insurance preferred).
• Excellent English speaking and writing skills.
• Proficiency in Microsoft Word and phone / CRM systems.
• Strong interpersonal and relationship‑building skills.
• Coachable, team‑oriented and reliable.

Key Skills

• Data Entry
• Deputy
• Drafting
• Hibernate
• Administration Support
• Activex

Employment Type : Full Time

Experience : years

Vacancy : 1